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SIE: Regulatory Framework
SIE practice questionmediumFINRA Rules

According to FINRA rules, which document must be provided to a new options account before trading begins?

  1. AStatement of Additional Information
  2. BRed Herring prospectus
  3. COptions Disclosure Document (ODD)✓ Correct answer
  4. DSummary Prospectus
Explanation

Why COptions Disclosure Document (ODD)

The ODD outlines the risks of options trading and must be delivered prior to trading. The Red Herring is for new issues, the other documents apply to mutual funds.

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